First-day checklist: test your customer journey

Verify the complete customer and staff flow before your first live service.

Run this checklist on the device and network your team will use.

1. Check the customer entry point

Scan the printed QR code or open the kiosk. Confirm the business name, list, language, form fields, hours, and privacy information are correct.

2. Submit a real test

Join with a phone number or email you can access. Confirm the entry appears immediately in the correct list and that party details are accurate.

3. Complete the staff workflow

Call the test customer, confirm the notification arrives, then mark the visit with its final status. If you use tables, assign one and confirm it becomes available again when service ends.

4. Test exceptions

Check the closed-list message, a full or invalid form, a cancelled entry, and a no-show. For bookings, also test rescheduling and a blocked day.

5. Prepare the team

Invite staff, confirm their access, place the QR code, open the correct lists, and check the notification-credit balance. Remove the test records if you do not want them in live reporting.